Registered Nurse (RN) Onboarding: Orientation Checklist

Purpose:  

Standard orientation for all Recover Care Registered Nurses to meet clinical and regulatory requirements.  Use the below log in coordination with a printed copy to initial and date areas of training completion.  

Measurement:

  1. 100% of all RNs have successfully completed the standard orientation as proven through a completed printed (or electronic copy) of the training log below.
  2. This process is printed, signed-off and included in the employee's HR file.

Process:



NameContact Information
New Hire

Supervisor

Mentor




General Orientation

Prior to First Day

Topic

Details

Owner

Complete

Submit Background Check 




Request IT Access




Request Keys / Fobs




Send New Hire Announcement to Team




Create Onboarding Calendar 




Send Welcome Email + Onboarding Calendar




Setup Employee Workstation / Office

Place welcome note / gift on desk; encourage other team members to add a note



Setup Employee with LMS Access




Confirm Completion of Electronic Onboarding Paperwork




Request Company Credit Card, if applicable




Order Business Cards




General Orientation – 1st Week 

Topic

Details

Owner

Complete

Office Tour




Distribute Necessary Keys / Fobs




Distribute Technology & Complete Initial Setup

  • PC, Tablet, Phone, as applicable
  • Successfully Login to Devices
  • Voicemail Setup



General Recover Care Orientation

  • History of Recover Care
  • Mission & Core Values
  • Accountability Chart
  • Professional Expectations
  • Types of home care services provided by Recover Care under provider's scope of licensure



Review Job Description

  • Job Description + Performance Metrics



Strategic Partnerships

  • Home Health
  • Hospice
  • Assisted Livings
  • SNF/TCU



Paychex Overview

  • Self-Service Portal
  • Employee Information



Mileage Tracking




Schedule Regular 1:1s

 Supervisor to Schedule 1:1s via Outlook Calendar



Supply Ordering Process




Technology

Topic

Details

Owner

Complete

Office 365

  • Successfully Login
  • Setup Email Signature



ClearCare

  • Successfully Login
  • High Level Overview



Phone System

  • Successfully Login
  • High Level Overview
  • Setup Voicemail



Fax System

  • Successfully Login
  • High Level Overview



Knowledge Base

  • Successfully Login
  • High Level Overview



Zoho CRM, if applicable

  • Successfully Login
  • High Level Overview



Employee Experience

Topic

Details

Owner

Complete

Personnel Review 

 Review key employees – schedules, strengths, opportunities, etc. 



On-Call Operations

  • Administrative
  • Clinical



Performance Management



Employee Safety




Quality + Compliance

(Quality and Compliance Training)

Topic

Details

Owner

Complete

Comprehensive Licensure Overview

  • Assessment Requirements
  • Quality Requirements
  • Client Rights 
  • Client Responsibility
  • Employee Orientation and Training Requirements



Incident Reporting



Grievance Reporting



QAPI



Attend HHA Orientation



Recover Care Policies and Procedures (P&P)

  • Review P&P location
  • Review P&P Structure (connectedness with MN Statutes)



Recover Care Proven Process

  • Referral, Consult, Sales, SOC, Ongoing Service Continuum




Role Specific Orientation – Registered Nurse (RN)

Regulatory Requirements

Topic

Details

Owner

Complete

MN Comprehensive Licensure



Nursing Time Points



Initial Comprehensive Assessment Requirements

  • Initial Comprehensive Assessment
  • 14-Day Assessment
  • Home and Safety Assessment
  • Medication Management
    • Definition and provision of medication management services 
  • Treatment Management
    • Definition and provision of treatment management services
  • Vulnerability Assessment
  • Cognitive Assessment
  • Comprehensive assessment, monitoring and reassessment



14-Day Assessment



Service Plan / Client Admission Packet Review

  • Home Care Bill of Rights
  • Statement of Home Care Services
  • Handling of emergencies and use of emergency services
  • Service Plan Development and Ongoing Modification
  • Termination of Service Plan
  • Individualized Medication Management Plan (IMMP)
  • Individualized Treatment Plan (ITP)



Care Plan Development

  • Assessments
  • Tasks/Reminders
  • Delegation of Tasks to HHA



90-Day Monitoring Visit



Client Change in Condition 



Annual Assessment



Medication Management



Scheduling

  • RN Scheduling
  • Caregiver Matching / Automated Scheduling



Charting Expectations

  • Point of Care documentation; no greater than 24 hours following visit



On-Call Requirements



Client Complaints / Grievances

  • Handling of clients' complaints, reporting of complaints, and where to report complaints
  • Internal Grievance Reporting Process
  • Consumer advocacy services of the Office of Ombudsman for Long-Term Care, or other relevant advocacy services



Infection Control

  • TB infection control program 
  • Communicable disease Prevention, Control and reporting 
  • Infection Control program establishment and maintenance
  • Annual TB Risk Assessment



Record Retention

  • Client Record Retention 
  • Employee Record Retention



Orientation and Annual Training Requirements



Client Discharge



Electronic Medical Record (EMR) Training

Topic

Details

Owner

Complete

Charting Assessment / SOC

  • Comprehensive Assessment 
  • Clinical Note (see templates / requirements)
  • Adding Medications
  • Adding Contacts



Care Plan Development

  • Assessments
  • Tasks/Reminders



Charting 90-Day Monitoring Visit

See link above



Charting Client Change in Condition 

See link above



Saving Assessment Prior to Update

  • Save Version



Adding a Client to EMR

  • Adding Client 
  • Adding Contacts
  • Tags



At Home Billing

  • Service Deposit
  • Hourly vs. Visit Billing
  • HHA vs. RN Billing
  • Supplies Billing



Community Billing

  • Service Deposit
  • Incremental Billing
  • HHA vs. RN Billing
  • Supplies Billing



Essential vs. Non-Essential Services




General Notes




Clinical Notes




Upload Files (i.e. Service Plan, MD notes, treatments)




Shift Calendar 

Viewing Schedules, as needed



Deactivating a Client

  • Discharge Note (see template / requirement)
  • Client Discharge
  • Clear Care Deactivation



Caregiver Match Criteria




Clinical Operations

Topic

Details

Owner

Complete

At Home Billing 

  • Rates
  • Process



Community Billing 

  • Rates
  • Process



Quarterly Chart Audits




Physician Orders Process




On-Call Operations

  • On Call Report / Documentation



Client Family Room



Specific Client Review
  • Review current case load and understand:
    • Diagnoses
    • Typical Schedule
    • Key Stakeholders
    • Client Nuances